Associate / Vice President, Investment Banking Technology Group – AI Technology Investment Banking

Job Description

Investment Banking Technology Associate / Vice President | Morgan Stanley

The Tone:
This is a full-time role at Morgan Stanley, located in New York, NY or Menlo Park, CA. Morgan Stanley is a global financial services firm with over 80,000 employees across 42 countries, focused on raising, managing, and allocating capital for clients. This position plays a critical role in the Investment Banking Technology Group, working across diverse sectors to generate new insights and execute differentiated strategies. The role is vital for guiding clients through complex transactions in an evolving landscape driven by AI’s impact on technology.

The TL;DR
• Role: Mid-Career
• Location: In-person, New York, NY or Menlo Park, CA
• Pay: $150000–$275000 yearly
• Team: Within the Investment Banking Technology Group, collaborating with professionals across the firm and senior team members.
• Mission: Drive new insights and differentiated execution across sectors/verticals to deliver high-quality advice and help clients achieve their financial goals.

What You’ll Actually Do
• Advise regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, and corporate restructurings.
• Execute public and private capital markets transactions, recapitalizations, and strategic advisory assignments.
• Collaborate closely with professionals throughout the firm to deliver high-quality advice to clients.
• Play an important role on a team that encourages going beyond numbers and thinking creatively.
• Work across various sectors and verticals to drive new insights and differentiated execution for clients.

The Must-Haves
• Background: Bachelor’s degree in a relevant field, with core domain knowledge in the investment banking industry.
• Experience: 3-6+ years within the investment banking industry as an Associate and/or Vice President with a proven track record working on complex executed deals.
• Skills: Strong analytical, corporate finance, written, and verbal communication skills; ability to work collaboratively in a team-oriented environment and under tight deadlines; Series licensing or ability to obtain.
• Bonus: An MBA and/or CFA designation; experience within the technology industry.